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Equities Outshine Bond Desks as Fed Signals One More Rate Hike
Bloomberg recap: equities trump fixed-income in Q3; bank earnings, KKR’s deal strategy, NY Fed’s likely one more rate hike, and Samsara CEO on AI agents transforming physical operations.
Editorial companion
What stands out
The clip highlights a clear rotation on Wall Street: equity desks outperformed fixed-income desks while New York Fed President John Williams said he still sees one more interest-rate hike this year. That line from Williams frames the market moves, tighter policy expectations make bond trading harder and equities react to earnings and deal talk from big banks and private equity. Bloomberg also ran a conversation with KKR about deal activity and a Samsara executive on AI agents, but the governor’s rate comment and the bank earnings sequence are the thread tying the market action together.
Bullish Gator Snapshot
Current ratings and signals
KKR & Co. (KKR)
Bearish
KKR rates Bearish overall. The fundamental read is bearish: the company passes 1 of 9 quality tests on the Piotroski F-Score; revenue is growing about 64.4% per year; net income is declining about 20.2% per year. The technical picture is bearish: price is 7.2% below the 200-day moving average; 6.1% below the 50-day; the 50/200 relationship is in a Death cross. Sentiment is neutral (composite 62/100), based on 6 news articles from recent coverage.